How Does Tax Loss Harvesting Work Written by: Corey Janoff | Blog Tax-loss harvesting is an important aspect of managing an investment portfolio. Tax-loss harvesting is a tax strategy that involves selling investments at a loss to offset or reduce capital gains taxes...
Written by: Corey Janoff You may have heard about Estate Planning. You may read it in an article or hear about it in a commercial. But what is Estate planning and why is it important? Estate planning is a friendly term for planning your death. Yes, it is death...
Written by: Derek Melvin Congratulations on your residency match! That is a major accomplishment as you can begin to put the challenging work of medical school behind you and take the next step to becoming a doctor. Aside from the excitement of your career...
Written By: Derek Melvin Planning for retirement can be overwhelming at times, but understanding your 401(k) plan is a crucial step towards securing your financial future. It is likely that your employer offers a 401(k) or 403(b) plan for their employees, so it is...
Written by: Corey Janoff We are coming up to the 2024 tax filing deadline and there is still time to contribute to an IRA for 2024! Whether it’s a Traditional IRA, Roth IRA, or Backdoor Roth IRA, the IRS allows you to make prior-year IRA contributions up until the tax...
Should I make Roth or Pre-Tax Contributions to my 401k? Written by: Derek Melvin As we turn the page to a new year, it is always important to revisit your employer benefits and retirement plan details. Specifically for your 401(k), it is important to evaluate and...
